How to Create a Sales Order

1. On the Sales & Marketing tab, in the Sales Order group, click Add. The Add Sales Order screen will appear.

Figure: Add Sales Order Screen

2.Enter a Contact ID or to search for a contact, click the binocular icon. The following screen will appear:

Figure: Search Condition on Select a Contact Screen

Type in relevant contact information for the contact you would like to link to this project. Click Search. A list of contacts meeting the Search criteria will display. Double-click on the Contact you would like to link to the Project.

3. The selected or added Contact will automatically populate the Bill To and Ship To addresses. To change either of these, click the respective buttons. A list of Associate records for the selected Contact will appear. Double-click the desired address.

4. Fill in appropriate information on the top portion of the Sales Order screen.

5.Click the Save icon to save the record. The buttons in the Sales Orders Details part of the screen will now become available.

6. Click the Add button to open the Sales Order Line Items screen. Select a Product from the drop down and change other fields on the screen as necessary. Click the Save icon to save the record. To add another line item, click the Add icon and repeat this step as necessary. Close the screen when you have added all line items.

Figure: Sales Order Line Item Screen

Note: Once a Product is selected, click the Invoice History button or the Open Contact button in the upper tool bar to view the sales history of the selected product. For more details, refer to Viewing Product Sales History When Creating a Sales Order.

7. When you are done adding line items, click the Save icon to save the Sales Order.